Anic Equity¶
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Total return since start: 0.655 %¶
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Equity now: -----------------------------> 50562.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44278.38 Kr¶
PnL: ---------------------------------------> -497.01 Kr¶
DD now: ---------------------------------> -4.816 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 19:58:33.456276'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hexagon B | 26 | -0.150000 | 3447.600000 | 36.400000 | 1.070000 | 3411.200000 |
| Orrön Energy | 170 | -1.690000 | 2071.450000 | 30.600000 | 1.500000 | 2040.850000 |
| Vitec Software Group B | 2 | -0.620000 | 1119.000000 | 18.000000 | 1.630000 | 1101.000000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| INVISIO | 15 | -1.040000 | 3577.500000 | 15.000000 | 0.420000 | 3562.500000 |
| Profoto Holding | 7 | -0.470000 | 592.200000 | 10.200000 | 1.750000 | 581.999999 |
| Hexatronic Group | 15 | 2.060000 | 1072.500000 | 4.800000 | 0.450000 | 1067.700000 |
| AcadeMedia | 20 | -0.490000 | 979.600000 | 4.000000 | 0.410000 | 975.600000 |
| ASSA ABLOY B | 4 | -1.110000 | 994.400000 | 3.600000 | 0.360000 | 990.800000 |
| HEXPOL B | 8 | -0.660000 | 958.400000 | 3.200000 | 0.340000 | 955.200000 |
| Hennes & Mauritz B | 6 | -0.820000 | 912.720000 | 2.760000 | 0.300000 | 909.960000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| Sagax B | 4 | -2.170000 | 882.800000 | -0.400000 | -0.050000 | 883.200000 |
| SKF B | 5 | -1.510000 | 976.500000 | -1.500000 | -0.150000 | 978.000000 |
| Atrium Ljungberg B | 5 | -0.940000 | 900.000000 | -1.500000 | -0.170000 | 901.500000 |
| Sandvik | 4 | -1.770000 | 843.200000 | -2.400000 | -0.280000 | 845.600000 |
| Platzer Fastigheter Holding B | 12 | -1.620000 | 946.800000 | -2.400000 | -0.250000 | 949.200000 |
| Bufab | 3 | -1.050000 | 1070.400000 | -2.400000 | -0.220000 | 1072.800000 |
| BHG Group | 109 | -5.670000 | 1414.820000 | -4.360000 | -0.310000 | 1419.180000 |
| Biotage | 1 | -9.510000 | 142.800000 | -4.700000 | -3.190000 | 147.500000 |
| OX2 | 12 | -3.590000 | 901.800000 | -4.800000 | -0.530000 | 906.600000 |
| Latour B | 4 | -3.680000 | 848.400000 | -5.600000 | -0.660000 | 854.000000 |
| Eastnine | 6 | -1.810000 | 650.400000 | -6.600000 | -1.000000 | 657.000000 |
| Addnode Group B | 7 | -3.250000 | 896.000000 | -7.000000 | -0.780000 | 903.000000 |
| Alimak Group | 12 | -0.840000 | 997.200000 | -7.200000 | -0.720000 | 1004.400000 |
| Gränges | 10 | 3.320000 | 1028.000000 | -8.000000 | -0.770000 | 1036.000000 |
| EQT | 4 | -2.760000 | 861.200000 | -9.600000 | -1.100000 | 870.800000 |
| JM | 7 | -2.470000 | 938.000000 | -9.800000 | -1.030000 | 947.800000 |
| Creaspac SPAC | 40 | -0.520000 | 3808.000000 | -16.000000 | -0.420000 | 3824.000000 |
| BioGaia B | 8 | -3.570000 | 884.800000 | -17.600000 | -1.950000 | 902.400000 |
| Byggmax Group | 33 | -3.370000 | 947.100000 | -17.820000 | -1.850000 | 964.920000 |
| Investor B | 3 | -2.360000 | 639.300000 | -18.700000 | -2.840000 | 657.999999 |
| Vitrolife | 3 | -3.600000 | 658.200000 | -18.800000 | -2.780000 | 677.000001 |
| Catena | 2 | -3.690000 | 772.400000 | -31.200000 | -3.880000 | 803.600000 |
| Hoist Finance | 36 | -2.880000 | 970.200000 | -37.800000 | -3.750000 | 1008.000000 |
| VEF | 788 | -2.570000 | 1854.950000 | -42.550000 | -2.240000 | 1897.504000 |
| Sedana Medical | 93 | -3.030000 | 2620.740000 | -362.840000 | -12.160000 | 2983.577733 |
| TOTAL | 44278.380000 | -497.010000 | -4.81605% | 44775.391732 |
Updated:¶
'2023-06-19 19:58:50.566844'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
